Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY INVESTMENT Service code 16 · EIN 20-8764829 | Consulting | $14,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,311 | $38,989+29.0% | $117,039-57.0% | $77,958-35.5% |
| Participation rate | 34.6% | 57.0%-22.4pp | 77.2%-42.6pp | 71.6%-37.1pp |
| Annual return | 20.27% | 20.61%-0.3pp | 18.95%+1.3pp | 20.87%-0.6pp |
| Employer contribution / active EE | $901 | $1,026-12.2% | $3,785-76.2% | $2,310-61.0% |
| Participant deferral / active EE | $1,502 | $1,621-7.3% | $3,929-61.8% | $3,537-57.5% |
| Admin fee / account holder | $39 | $76-48.6% | $5,974-99.3% | $97-60.1% |